Purchases and Sales Made in Q1 2023 in Principal Financial Group Inc (PFG)
This table provides information about the institutional ownership of Principal Financial Group Inc (PFG) during Q1 2023. The information is specifically focused on institutions that hold shares of PRINCIPAL FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-78.9K- 1.41% |
$5.5M - $7.37M
|
5.52M
$427M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-82.5K- 57.32% |
$5.75M - $7.7M
|
61.4K
$4.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-83.6K- 10.09% |
$5.83M - $7.81M
|
745K
$57.7M
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-96.6K- 30.06% |
$6.73M - $9.02M
|
225K
$17.4M
|
|
|
May 15, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-127K- 96.89% |
$8.84M - $11.8M
|
4.07K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-129K- 53.66% |
$9.01M - $12.1M
|
112K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-154K- 12.19% |
$10.7M - $14.4M
|
1.11M
$85.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-162K- 1.91% |
$11.3M - $15.1M
|
8.34M
$645M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-168K- 19.0% |
$11.7M - $15.6M
|
714K
$55.3M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-182K- 4.75% |
$12.7M - $17M
|
3.65M
$282M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-186K- 9.36% |
$13M - $17.4M
|
1.8M
$139M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-196K- 71.72% |
$13.6M - $18.3M
|
77.1K
$5.97M
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-206K- 99.31% |
$14.3M - $19.2M
|
1.42K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-211K- 24.39% |
$14.7M - $19.7M
|
654K
$50.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-231K- 1.38% |
$16.1M - $21.6M
|
16.6M
$1.28B
|
|
|
May 12, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-240K- 98.65% |
$16.7M - $22.4M
|
3.27K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-256K- 75.4% |
$17.9M - $23.9M
|
83.7K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-315K- 89.92% |
$22M - $29.4M
|
35.3K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-747K- 76.46% |
$52.1M - $69.8M
|
230K
$17.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.62M- 35.89% |
$113M - $151M
|
2.89M
$224M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.97M- 16.64% |
$138M - $184M
|
9.89M
$765M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.05M- 8.74% |
$143M - $192M
|
21.4M
$1.66B
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.63M- 73.91% |
$253M - $339M
|
1.28M
$99.2M
|